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#107

CCH ProSystem fx is ranked #107 in the Accounting Practice Management Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

CCH ProSystem fx Pricing

Based on our most recent analysis, CCH ProSystem fx pricing starts in the range of $10 - $100.

Price
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Starting From
Undisclosed
Pricing Model
Per User, Monthly, Quote-Based
Free Trial
Yes, Request for Free

Training Resources

CCH ProSystem fx is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CCH ProSystem fx:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CCH ProSystem fx Benefits and Insights

Why use CCH ProSystem fx?

Key differentiators & advantages of CCH ProSystem fx

  • Streamlined Workflow: CCH ProSystem fx integrates various accounting functions, reducing the need for manual data entry and minimizing errors.
  • Enhanced Collaboration: The software allows multiple users to access and work on the same project simultaneously, improving team efficiency and communication.
  • Time Savings: Automated processes and templates help accountants complete tasks faster, freeing up time for more strategic activities.
  • Improved Accuracy: Built-in checks and balances ensure data integrity, reducing the risk of costly mistakes in financial reporting.
  • Comprehensive Reporting: Generate detailed reports with ease, providing valuable insights into financial performance and aiding in decision-making.
  • Scalability: As your firm grows, CCH ProSystem fx can scale to meet increased demands without compromising performance.
  • Data Security: Advanced security features protect sensitive client information, ensuring compliance with industry regulations.
  • Customizable Solutions: Tailor the software to fit your firm's specific needs, enhancing productivity and user satisfaction.
  • Seamless Integration: Connect with other software tools and platforms, creating a unified system that enhances overall efficiency.
  • Client Portal Access: Clients can securely access their financial information, improving transparency and client satisfaction.
  • Regulatory Compliance: Stay up-to-date with the latest tax laws and regulations, reducing the risk of non-compliance penalties.
  • Cost Efficiency: By automating routine tasks, firms can reduce operational costs and allocate resources more effectively.
  • Training and Support: Access to comprehensive training resources and expert support ensures users can maximize the software's potential.
  • Real-Time Updates: Receive instant updates on financial data, allowing for timely decision-making and strategic planning.
  • Enhanced Client Relationships: Efficient management of client data and communication fosters stronger, more trusting relationships.

Industry Expertise

CCH ProSystem fx is a software suite designed for accounting firms, particularly those specializing in tax preparation and compliance. It offers a comprehensive set of tools for managing various aspects of an accounting practice, including tax preparation, accounting, audit, and workflow management. The software is known for its industry-specific expertise, particularly in tax preparation, and is widely used by accounting firms of all sizes.

CCH ProSystem fx Reviews

Based on our most recent analysis, CCH ProSystem fx reviews indicate a 'great' User Satisfaction Rating of 88% based on 92 user reviews from 2 recognized software review sites.

User satisfaction level icon: great

92 reviews

88%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of CCH ProSystem fx reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Robust Tax Features: CCH ProSystem fx is celebrated for its powerful tax preparation capabilities, including a vast library of forms and schedules, and automation features that streamline complex tax returns.
  • Streamlined Workflow & Integration: The software offers robust workflow management tools and integrates with other applications, simplifying project tracking and enhancing team collaboration for accounting practices.
  • Efficient Time & Billing: User reviews highlight the software's time and billing application as a key strength, enabling accurate time tracking, efficient invoice generation, and improved billing processes for accounting firms.
  • Comprehensive Reporting & Document Management: The software is praised for its detailed reporting capabilities, providing valuable insights into practice performance. Additionally, its document retention features enhance security and organization for accounting firms.

Cons

  • Steep Learning Curve: User reviews describe the software as having a steep learning curve, making it challenging for new users to get up to speed.
  • Resource Intensive: Users have reported that the software is a resource hog and can slow down other processes on their systems.
  • High Price: CCH ProSystem fx is considered expensive, which can be a barrier for smaller firms or those with simpler needs.
  • Occasional Freezing: Some users have reported issues with the software freezing, which can disrupt workflow and productivity.

Researcher's Summary:

Is CCH ProSystem fx the "pro" choice for accounting practice management, or does it leave users feeling like they're facing a "system" error? User reviews from the past year present a mixed bag, highlighting both strengths and weaknesses of this comprehensive software. On the plus side, CCH ProSystem fx is lauded for its robust tax preparation capabilities, particularly for complex returns, making it a favorite among seasoned tax professionals. Users appreciate its accuracy in calculations and the seamless flow of data within the system, ensuring a smooth and efficient tax preparation process. The software's integration with other CCH products, like Axcess Tax Research and IntelliConnect, is also viewed favorably. However, the software's steep learning curve and occasional bugs are major pain points for users. Some reviewers have expressed frustration with the software's complexity, finding it difficult to navigate and understand the calculations behind the scenes. The lack of flexibility in overriding errors and the high cost, especially for smaller firms, are also common complaints.

A key differentiating factor of CCH ProSystem fx is its fixed licensing model, which is not based on the number of returns filed. This is particularly beneficial for firms with fluctuating workloads, as they are not penalized for slower periods. In contrast, its cloud-based counterpart, CCH Axcess Tax, operates on a usage-based pricing model, making it more suitable for larger firms with consistently high return volumes. This distinction is crucial for firms when evaluating their needs and budget constraints.

In conclusion, CCH ProSystem fx is a powerful tool for firms, particularly those specializing in niche tax areas, dealing with complex returns, and those who prefer a desktop environment. Its comprehensive features, accuracy, and fixed pricing model make it a valuable asset. However, its complexity, occasional bugs, and high cost might make it less appealing to smaller firms or those seeking a more intuitive and budget-friendly solution.

Key Features

Notable CCH ProSystem fx features include:

  • Comprehensive Tax Compliance: Supports federal, state, and local tax compliance for individuals, corporations, partnerships, and more.
  • Document Management: Offers a centralized repository for storing and managing client documents securely.
  • Workflow Automation: Streamlines processes with customizable workflows to enhance efficiency and reduce manual tasks.
  • Client Collaboration Portal: Provides a secure platform for clients to upload documents and communicate with accountants.
  • Data Analytics Tools: Includes advanced analytics for generating insights and making data-driven decisions.
  • Integration Capabilities: Seamlessly integrates with other accounting and financial software to ensure data consistency.
  • Customizable Reporting: Allows users to create tailored reports to meet specific client or firm needs.
  • Time and Billing Management: Tracks time and expenses efficiently, facilitating accurate client billing.
  • Security Features: Implements robust security measures, including encryption and access controls, to protect sensitive information.
  • Mobile Access: Enables accountants to access the platform remotely via mobile devices, ensuring flexibility and convenience.
  • Audit Trail Functionality: Maintains a detailed log of all user actions for compliance and accountability purposes.
  • Client Relationship Management (CRM): Helps manage client interactions and maintain detailed client records.
  • Training and Support Resources: Offers comprehensive training materials and support to assist users in maximizing the software's potential.
  • Scalability: Designed to accommodate the growth of accounting firms, from small practices to large enterprises.
  • Real-Time Updates: Provides automatic updates to ensure compliance with the latest tax laws and regulations.
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